Uptown Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Hold	1,788	–	–	0.3%	45
2025 Q1	$333K	Hold	1,788	–	–	0.34%	42
2024 Q4	$354K	Buy	+1,788	New	+$354K	0.38%	39